macro

EGA restarts half of reduction cells at Al Taweelah smelter

Emirates Global Aluminium says 631 of 1,262 reduction cells at Al Taweelah are back, with full output expected in Q1 2027, per Reuters.

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what happened

Emirates Global Aluminium (EGA) said half of the reduction cells at its Al Taweelah smelter have now been restored and restarted, according to Reuters. After a restart, a cell typically needs about a week to stabilise and reach full production.

The company is bringing cells back progressively, working along the smelter's three potlines in parallel. So far 631 of the 1,262 cells have restarted. EGA still expects Al Taweelah to reach full production during Q1 2027. Management called the restoration “the biggest challenge we have ever faced as a company.”

why it matters

For aluminium markets, the pace of Al Taweelah's recovery matters because the smelter's output has not yet returned to normal. Gradual restarts mean supply will rise in steps rather than all at once, and full capacity is not expected before 2027. Traders will track restart progress as a factor in the metal's balance.

market impact

Aluminium: gradual restart at Al Taweelah adds supply in steps, a factor for LME prices

tags

instruments

AluminiumLME Aluminium

sources

  1. EGA Reaches 50% Completion Of Al Taweelah Smelter Restart — Reuters, 21 October 2026 at 05:51 UTC

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